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WFP
Wrenne Financial Planning Portfolio holdings
AUM
$255M
1-Year Est. Return
16.13%
This Fund
S&P 500
1 Year Est. Return
+16.13%
AUM
$255M
AUM Growth
+$9.21M
(+3.7%)
Holding
52
Top Buys
| 1 | +$4.13M | |
| 2 | +$1.56M | |
| 3 | +$1.25M | |
| 4 |
Vanguard Real Estate ETF
VNQ
|
+$766K |
| 5 |
Vanguard Total Bond Market
BND
|
+$676K |
Top Sells
| 1 | +$234K | |
| 2 | +$216K | |
| 3 | +$206K | |
| 4 |
Microsoft
MSFT
|
+$46.4K |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$38.1K |
Sector Composition
| 1 | Technology | 2.06% |
| 2 | Financials | 0.23% |
| 3 | Communication Services | 0.22% |
| 4 | Industrials | 0.13% |
| 5 | Energy | 0.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares S&P 500 Growth ETF
IVW
$75.1B
| – | – |
-1,670
|
|
||
52
Visa
V
$623B
| – | – |
-617
|
|